Most material SEC filings — August 3, 2026

Atkore Inc. entered into a definitive agreement to be acquired by Prysmian S.p.A. in an all-cash transaction at $95.00 per share, representing an enterprise value of approximately $3.8 billion. Q3 2026 net sales rose 8.1% to $794.8 million; adjusted EBITDA increased 4.7% to $104.7 million and adjusted EPS grew $0.29 to $1.92. However, net income fell 98.3% to $0.7 million due to a $50 million litigation settlement and $186.5 million in total settlement expenses for the nine-month period.

Integer Holdings announced a definitive agreement with KKR affiliates for an all-cash acquisition at $127 per share, valuing the company at approximately $5.7 billion enterprise value. The transaction is expected to close pending customary regulatory approvals and stockholder consent. Integer concurrently reported Q2 2026 results showing sales decline of 2.6% YoY to $464M, GAAP operating income down 42% to $35M, and leverage of 3.2x adjusted EBITDA ($1.238B total debt), with the company withdrawing forward guidance due to the pending transaction.

SmartKem (SMTK, ~$3.6M market cap) agreed to merge with Ferrox Critical Minerals, valuing Ferrox at $125 million (less $11.4M in Ferrox debt owed to SMTK). Ferrox shareholders will receive SMTK common stock calculated at 30-day VWAP; the exchange ratio is not fixed. The deal creates a vertically integrated electronics and critical minerals company. Closing conditions include shareholder approvals, SEC registration effectiveness, Nasdaq listing, and no material adverse changes.

American Family Mutual Insurance Company, S.I. agreed to acquire Bowhead Specialty Holdings Inc. in an all-cash merger. Merger Sub (Trident Superior Inc.) will merge with and into Bowhead, with each outstanding share of Bowhead common stock converting into $34.00 cash per share. The transaction is expected to close subject to customary conditions including regulatory approvals. Bowhead shareholders must approve the merger by required vote.

Supernus announced a definitive all-stock merger agreement with Indivior Pharmaceuticals, Inc. on August 3, 2026, creating a combined CNS-focused biopharmaceutical company. Q2 2026 total revenues reached $219.1M (+32% YoY), driven by growth products (Qelbree +15% to $89.2M, GOCOVRI +2% to $37.6M, ZURZUVAE collaboration revenue $35.4M, ONAPGO $13.5M). Company raised full-year 2026 guidance to $860–$890M total revenues and $150–$180M adjusted operating earnings (non-GAAP), up from prior $840–$870M and $140–$170M respectively.

BioXcel (market value ~$11M) amended its credit agreement with Oaktree Capital Management and Q Boost Holding LLC (Qatar Investment Authority) on July 31, 2026. Key changes: (1) deferred $9.02M payment from June 30 to August 31, 2026; (2) reduced minimum liquidity requirement from $7.5M to $6.25M post-amendment; (3) required company to enter definitive agreements by August 10, 2026 for either full debt repayment or alternative capital transaction acceptable to lenders; (4) froze executive compensation and benefits modifications through August 31, 2026. This is the eleventh amendment since April 2022.

3i, LP (managing member Maier Tarlow) and affiliated entities Tumim Stone Capital and 3i Management LLC filed a Schedule 13D on August 3, 2026, demanding immediate removal of CEO Michael Handley, claiming sustained mismanagement and shareholder value destruction. Over the past 60 days, 3i, LP sold approximately 144,000 shares across May–July 2026 at prices ranging from $0.41–$1.05, while simultaneously converting 485,842 shares of Series B Preferred Stock (at conversion prices $0.38–$0.55), and threatening all available shareholder remedies if the Board does not act.

BCB Bancorp reported a net loss of $14.8M in Q2 2026 (vs. $3.6M income in Q2 2025) driven by $19.0M credit loss provision (up from $4.9M), $5.3M goodwill impairment charge, and $2.6M loan sale loss. Non-accrual loans rose to $72.0M (2.73% of gross loans); provision for credit losses increased 288% YoY. Board approved Delaware reincorporation and eliminated staggered board; suspended all dividends to preserve capital.

OPKO Health, Inc. purchased 5,474,053 shares of Cocrystal common stock for $5.0 million total at $0.9134 per share (Nasdaq Consolidated Bid Price on closing date), in a private placement under Section 4(a)(2) of the Securities Act. OPKO is described as a 'longtime investor' and co-founder Dr. Phillip Frost is chairman/CEO of OPKO and principal stockholder of Cocrystal. The investment is unregistered and restricted. Cocrystal expects Phase 1b norovirus trial topline data by end of Q4 2026.

Skyworks agreed to acquire Qorvo for approximately $8.4 billion (announced October 27, 2025; shareholder approval February 11, 2026). Deal consideration: each Qorvo share receives 0.960 Skyworks shares plus $32.50 cash. Pro forma shows combined entity will be ~$17.96B in assets with $5.5B quarterly revenue; pro forma net loss of $24M for full-year period due to $622M in merger/financing adjustments. FTC issued Second Request on February 5, 2026, extending regulatory review; Skyworks debt exchange offers remain open through September 1, 2026.

Atkore Inc. entered into a definitive merger agreement dated August 2, 2026, with Prysmian S.p.A. (buyer) to merge via Trinity Merger Sub, Inc. Merger consideration is $95.00 per share in cash. As of July 30, 2026, 33,772,550 shares were outstanding. The transaction is expected to close by August 2, 2027 (12 months), extendable to 15-18 months if regulatory conditions pending. Company Termination Fee is $115,920,000 if Atkore terminates to accept a superior proposal or if a 50%+ qualifying transaction closes within 12 months post-termination.

GameStop agreed to exchange approximately $1.4 billion aggregate principal of convertible senior notes ($400M of 2030 Notes and $1.0B of 2032 Notes) for shares of Class A common stock with existing noteholders via private exchange agreements. No cash proceeds received; debt reduced by $1.4B upon closing expected September 23, 2026. Share count determined by 35-day VWAP beginning August 3, 2026, subject to a price floor.

Hughes Satellite Systems Corporation and certain U.S. subsidiaries (including Hughes Network Systems, LLC) filed voluntary Chapter 11 bankruptcy on August 3, 2026, in the Bankruptcy Court for the Southern District of Texas to restructure debt and refocus on B2B, government, and defense operations. EchoStar Corporation, Hughes' international subsidiaries, DISH TV, Sling TV, and Boost Mobile are not included in the filing and remain unaffected. Hughes states it has sufficient liquidity to fund near-term operations and will seek Court approval of customary first-day motions to continue ordinary business operations.

American Bitcoin grew its Bitcoin holdings from ~7,021 BTC (March 31, 2026) to ~8,002 BTC (June 30, 2026), a 14% quarterly increase of ~981 BTC, driven by record Q2 mining production of ~932 BTC. Mining revenue was $67.0M (Q2 2026) vs. $62.1M (Q1 2026); gross margin held near 50% despite 12% Bitcoin price decline. Satoshis per share increased 11% quarter-over-quarter while shares outstanding grew only 3%, indicating per-share accretion. Net loss was $57.2M (Q2) vs. $81.8M (Q1), with Adjusted EBITDA of negative $45.0M (Q2) vs. negative $91.3M (Q1).

Indivior Pharmaceuticals and Supernus Pharmaceuticals have agreed to merge in an all-stock transaction dated August 1, 2026. Supernus shareholders will receive 1.5401 Indivior shares per Supernus share (Exchange Ratio). The combined company will be renamed Supernus, Inc., trade under Supernus's existing ticker, and be governed by a board split equally between Indivior and Supernus designees with an Indivior designee as chair. Both boards unanimously approved the merger; stockholder approval required from both companies.

Indivior Pharmaceuticals and Supernus Pharmaceuticals signed a definitive merger agreement dated August 1, 2026, whereby Indivior will acquire Supernus in an all-stock transaction. Supernus shareholders will receive 1.5401 Indivior shares per Supernus share held (the Exchange Ratio). The combined company will be renamed Supernus, Inc., trade under Supernus's existing ticker, and be governed with equal board representation (50/50 split between Indivior and Supernus designees), with an Indivior designee as Chair and Supernus's existing CEO/CFO/senior management continuing in those roles.

Indivior reported Q2 2026 total net revenue of $343M (+14% YoY) with record SUBLOCADE revenue of $253M (+21% YoY) and record adjusted EBITDA of $186M (+111% YoY). The company raised full-year 2026 guidance: total revenue to $1,295M–$1,365M (vs. prior $1,215M–$1,285M), SUBLOCADE revenue to $1,010M–$1,050M (vs. prior $950M–$990M), and adjusted EBITDA to $700M–$740M (vs. prior $620M–$660M). Simultaneously, Indivior announced a definitive merger agreement with Supernus Pharmaceuticals (all-stock, merger of equals) expected to close Q4 2026. In Q2, Indivior repurchased 4.7M shares for $175M; year-to-date repurchases totaled 8.6M shares for $300M at average price of $34.73.

Autolus Therapeutics plc issued $250M in secured notes (Tranche 1: $75M on July 30, 2026; Tranches 2-4: up to $25M, $75M, $75M on future dates) to Perceptive Credit Holdings V, LP. Notes bear interest at 7.25%-6.75% (stepping down with revenue milestones), mature July 30, 2031, with 8% early redemption premium in year 1, declining to 1% by year 5. Issuer granted warrants to purchase up to 8.5M ADSs at 125% of 30-day VWAP at each tranche's issuance. Notes secured by substantially all assets of Issuer and Guarantors; subsidiaries required to guarantee. No prepayments permitted before year 5 without fees.

TG Therapeutics reported Q2 2026 total revenue of $240.3M (BRIUMVI U.S. net product revenue $227.7M, up 64% YoY) and raised full-year 2026 guidance to approximately $950M total global revenue and $890–905M BRIUMVI U.S. net revenue, signaling strong commercial traction. The company also announced positive Phase 3 ENHANCE results supporting a simplified one-dose initiation regimen, Phase 1 subcutaneous BRIUMVI data (>60% bioavailability vs. IV), and advancement into myasthenia gravis and schizophrenia indications. Cash position stands at $612.3M as of June 30, 2026.

Ocular Therapeutix confirmed FDA-aligned pathway for AXPAXLI (wet AMD) NDA submission in Q4 2026 via 505(b)(2) pathway, potentially accelerating review by up to 60 days. SOL-1 Phase 3 data showed 72% estimated reduction in injection burden over 60 weeks (1.95 vs 7.00 injections) versus on-label aflibercept. Company maintains $598.6M cash (runway into 2028), Q2 2026 net loss was $(78.8)M on flat $13.5M revenue; R&D expenses increased to $54.1M.

Brookfield Asset Management completed its acquisition of Oaktree on August 3, 2026, integrating a premier credit manager into its platform. The deal expands Brookfield's credit platform to $365B and increases U.S. operations to over 60% of employee base and nearly 50% of revenue. Howard Marks and Bruce Karsh assume co-chair roles at Oaktree while maintaining other leadership positions.

Seaport raised $260.0 million gross proceeds in May 2026 IPO, resulting in $427.3 million in total cash, equivalents, and investments as of June 30, 2026—expected to fund operations into 2029. Phase 2b BUOY-1 trial of GlyphAllo in major depressive disorder on track for 1H 2027 topline data; Phase 1 driving simulation trial expected 2H 2026. GlyphAgo Phase 1 showed 6.8-fold bioavailability improvement vs. unmodified drug; Phase 2a/2b trials planned for 2H 2026 and 1H 2027 respectively.

Autolus announced Q2 2026 AUCATZYL net product revenue of approximately $45 million with 35% gross margin year-to-date. The company secured a five-year, interest-only credit facility from Perceptive Advisors for up to $250 million ($75 million funded at closing on July 30, 2026; $25 million optionally available within 6 months; $150 million conditional on revenue milestones). FY 2026 sales guidance raised to $140–$150 million from $120–$135 million. Autolus issued a warrant for 3.5 million ADSs at $1.9314 per ADS. Interest rate: SOFR + 7.25% (3.50% SOFR floor).

Rocket Pharmaceuticals announced positive clinical safety data from the first three patients treated with RP-A501 under a modified Phase 2 protocol for Danon disease. All three patients received the recalibrated dose of 3.8 × 10^13 GC/kg with an immunomodulatory regimen (rituximab, sirolimus, corticosteroids); no thrombotic microangiopathy, capillary leak syndrome, or significant safety concerns were observed. The company is engaging with the FDA on the regulatory pathway to treat additional patients and complete the 12-patient pivotal trial, with a comprehensive program update expected in H2 2026.

Edible Garden signed a multi-year supply agreement with Meijer Distribution, Inc., effective January 1, 2027 through December 31, 2028, to supply Fresh From Meijer True Goodness Herbs across multiple Midwest locations (4 Meijer units in Michigan, Ohio, and Wisconsin). The agreement covers 20+ fresh herbs and specialty products with pricing reviewed annually; specific dollar volumes and fill-rate targets are redacted. Meijer can terminate for convenience with 60 days' notice or immediately for cause (quality failure, bankruptcy, non-payment). Edible Garden must maintain inventory, achieve stated fill rates, and support holiday/peak programs.

Q2 2026 net sales increased 10% to record $214.6M; adjusted EBITDA rose 5% to record $44.6M with adjusted diluted EPS of $1.22 (up 7%). Work Truck Attachments segment grew 20% to $129.3M driven by strong snow/ice demand and Venco Venturo acquisition. Company raised full-year 2026 guidance: net sales from $750-795M to $765-805M, adjusted EBITDA from $110-125M to $120-135M, and adjusted diluted EPS from $2.55-3.05 to $2.90-3.40. Returned ~$10M to shareholders via $0.295/share dividend and 67,500 share repurchase.